Projects

A project is a co-marketing activity a partner runs on your funds, and it starts with a proposal: what they want to run, how much they need, and what they expect it to produce. In Introw that project is a CRM-linked record, proposed through a form you control, approved the way you choose, and worked collaboratively from day one through claims, ROI, and reimbursement - not an email you chase down and re-key.

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The problem it solves

Proposals over email are slow, unattributed, and impossible to govern:

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Impact

Partners judge a marketing program by how long it takes to hear yes. A form they can send from anywhere and a decision on a stated deadline is what brings you their ideas first.

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See it work

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How it works

A partner proposes an activity - a webinar, a field event, a content campaign - through a proposal form. The submission creates a project record in your CRM (activity type, requested amount, activity date, expected outcomes) attributed to the submitting partner using the attribution method you already use. Your team reviews it, sets an approved amount, and the project moves forward. Partners do not need the portal to propose. They can submit from a shared link, an embed on your site, straight from email, or through their own AI assistant over MCP. The proposal still lands as the same attributed CRM record. From the moment it exists, the proposal is a real-time collaborative project. The partner and your team comment, share context and refine scope together, with a deadline on the decision so nothing stalls. With multiple funds, partners shouldn’t have to know which budget their idea belongs to. Introw gives you one generic intake - a single “Request marketing funds” form that isn’t tied to any fund. A partner just describes the activity and how much they need, and the request arrives in the MDF requests inbox as a normal proposal. Reviewing it, a room admin picks the marketing fund from a dropdown; only then can the proposal be accepted, and acceptance creates the approved, fund-linked project exactly like a fund-specific request. No fund selection is ever pushed onto the partner.

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Partners don’t pick the fund - your team does

With multiple funds, partners shouldn’t have to know which budget their idea belongs to. Introw gives you one generic intake - a single “Request marketing funds” form that isn’t tied to any fund. A partner just describes the activity and how much they need, and the request arrives in the MDF requests inbox as a normal proposal. Reviewing it, a room admin picks the marketing fund from a dropdown; only then can the proposal be accepted, and acceptance creates the approved, fund-linked project exactly like a fund-specific request. No fund selection is ever pushed onto the partner.

• Accept is gated on the fund - before a fund is picked the request has no budget, so Accept is disabled. You can still collaborate, return, or decline it in the meantime.
• Always changeable - a room admin can change the marketing fund from the request’s Edit dialog at any time, on the pending submission or the running MDF request. The change cascades to the request’s claims, ROI, and invoices. Partners (room visitors) can never change the fund.

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Run it from your AI assistant

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Going deeper

Works with